Technology Health Check
Before you spend another dollar on technology, let's figure out what you already have, what it's costing you, and what to do about it.
The Health Check often surfaces work across all three capability areas: broken workflows, gaps where AI could help, and technology decisions that need a second opinion. You decide what to act on. The report is yours whether you hire me for the next step or not.
Process efficiency
Where is time being wasted on manual work? Which tasks should happen automatically but don't?
Software spend
What's earning its place and what isn't? Are you paying for tools that overlap or that nobody uses?
Technology decisions
Who's evaluating your options? Are you buying based on strategy or based on whoever pitched you last?
AI readiness
Are there gaps in your workflow that AI could fill? Whether your team hasn't started or isn't getting value from the tools they have.
The numbers don't lie
You don't know where the time is going
A clear map of every process and what each one costs
Software decisions based on who pitched you best
Vendor-neutral evaluation of what you actually need
No clear picture of where AI could help
A prioritized plan for where AI fits your workflow and where it doesn't
How it works
Book a free call
30 minutes. I learn about your business and recommend the right Health Check tier.
Health Check engagement
I assess your processes, software, technology decisions, and AI readiness. Depth depends on tier.
Report + video
You get a written report with findings and costs, plus a video walkthrough explaining everything in plain language.
Follow-up
We review findings together and decide next steps. No pressure, no upsell baked in.
How I can help
Choose Your Depth
Scope-based, not size-based. A 50-person company might need a Quick Scan. A 10-person company with tangled systems might need a Deep Dive.
Quick Scan
A single-day assessment of a specific pain point or area of your business.
- Half-day remote session
- Written report with findings and action plan
- Video walkthrough
- One 30-minute follow-up call
$1,500
Book a CallDeep Dive
A multi-day assessment across teams and functions. For businesses with complex workflows or 10+ tools.
- 2-3 day engagement with stakeholder sessions
- Detailed written report with quantified costs
- Video walkthrough
- Prioritized roadmap
- Two follow-up calls: findings review + 30-day check-in
$3,500
Book a CallStrategic Assessment
Scoped around a goal, not a time box. CRM selection, system migration, or build-vs-buy analysis.
- Full assessment of the problem domain
- Vendor evaluation or build-vs-buy analysis
- Written report + video walkthrough
- Decision framework + implementation roadmap with cost projections
- 30 days of access for follow-up questions
$6,000-$8,000
Book a CallCommon questions
Ready to find out what's not working?
Book a free 30-minute call. I'll learn about your situation and recommend the right Health Check tier, or tell you if you don't need one. No pitch, no obligation.
Let's Talk